Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Mirae Asset Great Consumer Fund compare
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Fund | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4769 Cr | ₹1628 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹99 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Mar 2011 | 15 May 2006 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 33% | 57% |
| Expense Ratio | 1.86 | 2.19 |
| Manager | Ankit Jain | Ashish Aggarwal |
| ISIN Code | INF769K01135 | INF903J01561 |
| Exits Load | Mirae Asset Great Consumer Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Month | -1.92% | -2.84% |
| 6 Month | 4.85% | 2% |
| 1 Year | 1.16% | -0.99% |
| 3 Year | 15.92% | 14.72% |
| 5 Year | 18.21% | 15.8% |
SIP Return Analysis
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 6 Month | -0.54% | -1.12% |
| 1 Year | 10.24% | 5.66% |
| 3 Year | 12.79% | 12.14% |
| 5 Year | 15.14% | 14.14% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Year | 15.49% | 13.34% |
| 3 Year | 17.81% | 14.68% |
| 5 Year | 17.62% | 12.77% |
Risk Management
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Standard Deviation | 14.51% | 13.53% |
| Sharp | 0.67% | 0.68% |
| Beta | 0.99% | 0.88% |
| Alpha | 1.22% | 1.56% |
Fund Managers
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Name | Ankit Jain | Ashish Aggarwal |
| Total AUM | ₹47966 Cr | ₹9635 Cr |
| Funds Managed | 4 | 7 |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
| Scheme Name |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 5.54 | 5.01 |
| Mid Cap | 7.43 | 8.97 |
| Large Cap | 67.99 | 71.73 |
| Small Cap | 19.05 | 14.29 |
Sector Allocation
| Scheme Name |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 0.76 | 3.17 |
| Consumer Cyclical | 51.3 | 43.73 |
| Basic Materials | 6.77 | 1.47 |
| Consumer Defensive | 24.71 | 30.77 |
| Industrials | 5.57 | - |
| Technology | 1.45 | 0.02 |
| Communication Services | 6.77 | 11.96 |
| Healthcare | 2.67 | 3.69 |
| Financial Services | - | 3.06 |
| Real Estate | - | 2.12 |
Top Comparisons
Franklin India Technology Fund-Growth
3Y Returns23.41%
ICICI Prudential Technology Fund - Growth
3Y Returns15.38%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.95%
Quant Liquid Fund-Growth
3Y Returns6.67%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.15%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.03%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.41%